Trust and Estate Tax Manager
$110k - $210kWithum
Job Description Withum's Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes. Their comprehensive understanding of international, US federal, state, and local regulations, alongside our affiliation with HLB International, allows them to develop economical tax strategies anywhere. Services include Business, Individual, State & Local tax, R&D Tax Credit, and International and Private Client services. As a Trust and Estate Tax Manager based at any of our office locations, you will work alongside an integrated team of seasoned CPAs and industry leaders. In this position, you will take a lead role on all aspects of tax engagements, supervise and mentor staff, and build and maintain relationships with clients. How You'll Spend Your Time Reviewing individual, trust, partnership, and corporate tax returns prepared by tax staff and/or seniors for accuracy. Researching and drafting memorandum involving complex tax matters. Identifying and implementing tax planning opportunities. Handling and resolving tax controversies. Overseeing complete tax research projects for a variety of clients and diverse industries. Managing multiple engagements concurrently with various teams to efficiently meet client deadlines. Conducting constructive discussions with team members on their evaluations and providing counsel accordingly. Serving in professional development programs as an instructor or discussion leader. The kinds of people we want to talk to Bachelor's Degree in Accounting. CPA license, JD or Masters of Science in Taxation is required. At least 5 years of prior experience working in a public accounting tax department, with experience leading multiple engagements and supervising staff. Excellent analytical and technical tax skills. Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships. Ability to manage multiple engagements and competing projects in a rapidly growing, fast‑paced, interactive, results‑based team environment. Strong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the firm well to client management. Excellent analytical, organizational, project management skills, and strong attention to detail. Ability to travel as needed. The compensation for this position will vary by location. If you reside in California, Maryland, Illinois, Massachusetts, New Jersey, New York City, Washington State, or Rhode Island, please see below. In addition to the base compensation, Withum offers a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance. Final offer amounts are based on multiple factors such as the specific role, hiring location, and the individual's skills, experience, and qualifications. For additional information on our benefits, visit our website at California ranges: $110,000 - $210,000 annually Illinois ranges: $125,000 - $160,000 annually Maryland ranges: $120,000 - $150,000 annually Massachusetts ranges: $125,000 - $185,000 annually New Jersey ranges: $105,000 - $190,000 annually New York City ranges: $110,000 - $180,000 annually New York State ranges: $110,000 - $180,000 annually Rhode Island ranges: $110,000 - $160,000 annually Washington State ranges: $135,000 - $175,000 annually We will consider for employment qualified applicants with arrest and conviction records pursuant to the San Francisco Fair Chance Ordinance. Positions are remote within the United States except Colorado, Oregon, and New York. WithumSmith+Brown, PC is an equal‑opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex (including pregnancy), genetic information, marital status, domestic partnership status, familial status, affectional or sexual orientation, gender identity, citizenship status, national origin, disability or handicap, veteran status, weight, height, or any other classification protected by federal, state, or local law. #J-18808-Ljbffr Withum
- Withum's Tax Services Group seeks a Trust and Estate Tax Manager to lead tax engagements, supervise staff, and build client relationships. The role collaborates with seasoned CPAs and industry leaders to deliver accurate tax reporting and strategic planning. Ideal candidates...SuggestedRemote job
$195.7k - $254.4k
...Responsibilities Perform technical reviews of tax returns for high-net-worth individuals,... ...businesses (pass-through entities), trust, estate, and gift tax returns. Provide... ...implications, consequences, and treatment. Manage larger and complex engagements, coordinating...SuggestedLocal areaFlexible hours- ...Job Description Job Description Tax Manager – Estate, Gift & Trust (Top National Firm | Bay Area | Flexible / Remote Potential) A top national CPA advisory firm is seeking a Tax Manager with a specialized focus in Estate, Gift & Trust taxation to join their growing...SuggestedPrivate practiceWork at officeRemote workFlexible hours
- Armanino Advisory LLC is seeking a seasoned tax professional to perform technical reviews of tax returns, primarily for high-net-worth individuals. The role requires managing complex engagements and delivering results while fostering relationships across the firm. Successful...SuggestedFlexible hours
- ...Tax Manager Just one year ago, Moss Adams and Baker Tilly merged to form the #6 public accounting... ...Tilly as a Tax Manager with our Real Estate group, working from NorCal and focusing... ...you serve You can see yourself as a trusted business advisor, working face-to-face...SuggestedLocal area
$113.4k - $169.4k
...Job Overview The Tax Manager - Real Estate is responsible for leading tax compliance, planning, and consulting engagements for clients in the real... ...returns for partnerships, corporations, individuals, and trusts, ensuring accuracy, compliance, and efficiency. Oversee partnership...Work at officeLocal areaRemote workFlexible hours$100k - $120k
...Tax Manager Contra Costa County, CA – Direct Hire – Tax – $100K to $120K – Expires 06/24/2026 Century Group is partnering with a client that is seeking a Tax Manager to join their team. Exact compensation may vary based on skills, experience, and location. Expected starting...$210k - $230k
...Tax Manager LHH is partnering with a local CPA firm on a search for a Tax Manager/Tax Director who will work hybrid for their office... ...a key advisor to business owners, high-net-worth individuals, trusts, and fiduciary entities. This individual will work closely with...Work at officeLocal area- ...significant client responsibility as client's trusted advisor, is relied upon for knowledge of industry... ...solution options to client and team Manage staff on engagement deliverables (such as financial statements, tax returns, workpapers, etc.); complete technical...
- ...About the job Tax Director About the Role: We are seeking an experienced... ...high net worth individuals, families, trusts, estates, gift taxation, and closely held... ...services, technical review, engagement management, and team development while partnering...Private practiceLocal area
- ...Tax Manager Our client, a professional services firm, is seeking an experienced Tax Manager to join its growing team.... ...tax guidance, mentor developing professionals, and serve as a trusted advisor to a diverse portfolio of clients. The ideal candidate...For contractorsWork at officeLocal area3 days per week
$210k - $230k
...LHH is partnering with a local CPA firm on a search for a Tax Manager/Tax Director who will work hybrid for their office in Walnut Creek... ...a key advisor to business owners, high-net-worth individuals, trusts, and fiduciary entities. This individual will work closely with...Work at officeLocal area$180k - $236.2k
...Senior Tax Manager At Snowflake, we are powering the era of the agentic enterprise. To usher in this new era, we seek AI-native thinkers... ...tools; you possess an innate curiosity, treating AI as a high-trust collaborator that is core to how you solve problems and accelerate...Immediate startFlexible hours$100k - $140k
...Tax Manager (Full Time) Location: Livermore, CA Kemper CPA Group LLP, a top 100 public accounting firm, is a multifaceted regional... ...committed to safeguarding your data in order to maintain that level of trust. We believe that you have the right to privacy, and we...Full timeTemporary workPart timeWork at officeLocal areaFlexible hours$55 - $70 per hour
...Shining Star Consulting is seeking a Nonprofit Tax Manager to support our nonprofit clients with Federal Form 990 and various State compliance... ...relationships with client leadership to position SSC as a trusted, long-term partner. Maintain a high level of engagement during...Hourly payFull timeTemporary workPart timeRemote workFlexible hours- ...Tax Manager Our client, a professional services firm, is seeking an experienced Tax Manager to join its growing team. Location Oakland,... ...tax guidance, mentor developing professionals, and serve as a trusted advisor to a diverse portfolio of clients. The ideal candidate...Work at officeLocal area3 days per week
$200k - $275k
...that focuses on complex business tax. We believe that putting your... ...! If you are a Senior Tax Manager looking for a clear path to Partner... ...: 1. Serve as a trusted advisor to owners of complex flow... ...manufacturing, distribution, real estate, construction, agriculture, and...Local areaRelocationRelocation package- A leading accounting and consulting firm based in San Ramon, California, is looking for an experienced tax manager. The role involves managing a team, advising clients on tax services, and ensuring compliance with tax regulations. Ideal candidates hold a Bachelor's degree...Flexible hours
- Regal Executive Search Logo Website Senior Tax Manager - Tax Principal Location: 1460 Maria... ...structures, corporations, individuals, and trusts. Oversee quarterly and year-end REIT... ...Consult with clients on various tax and real estate issues, including quarterly estimated...Work at office
$100k - $185k
...continuing growth, our team is seeking a Senior Tax Manager who has an entrepreneurial spirit and... ...c-corps, s-corps, and partnerships) and trust tax return engagements Lead firm's... ...individual, corporate, partnership and estate tax returns ~ Bachelor's degree...Remote jobWork experience placementWork at officeLocal areaFlexible hours- ...in Walnut Creek specializing in tax and consulting services for a variety... .... Our clients include real estate opportunity funds, real estate investment trusts, homebuilders, technology companies... ...less than a typical CPA firm. Tax Manager/Sr Manager responsibilities...Full timeCasual workWork at officeWork from homeMonday to FridayFlexible hours
$100k - $120k
Century Group is seeking a Tax Manager in San Ramon, California, responsible for overseeing tax filings and providing strategic tax planning. The ideal candidate has over 5 years of experience and a CPA license. This position offers a competitive salary range of $100,00...$140k - $150k
...Century Group has partnered with a Financial Services company who is seeking a Tax Manager. This is a hybrid position located in Walnut Creek. This is a direct hire position. Exact compensation may vary based on skills, experience, and location. Expected starting salary...- ...full-service CPA firm that offers a wide range of accounting, tax, business advisory and consulting services with offices in Melbourne... ...providing technical expertise and guidance to tax staff. You manage and develop staff by assisting in recruiting, evaluating...Work at officeRemote work2 days per week
- A leading accounting and consulting firm in San Ramon, California, is seeking an experienced tax consultant to manage a diverse portfolio of high-net-worth clients. The ideal candidate will possess a bachelor's degree in accounting, relevant certifications, and at least...Flexible hours
$128k - $157k
...Position Summary Novogradac & Company LLP is searching for a Tax Manager to join our fast‑growing firm. The Tax Manager will manage tax... ...Urban Development (HUD), New Markets Tax Credits (NMTC), Real Estate, Developers, Partnerships, Housing Authority (HA), Public Housing...Work experience placementWork at officeRemote workFlexible hoursShift workWeekend workAfternoon shift$95k - $155k
...exclusively with Withum’s Exempt Organization and Employee Benefits Tax Group. You’ll be working with a team of renowned experts and... ...permits Identifying and implementing tax planning opportunities Managing multiple engagements concurrently with various teams to efficiently...Local area$166.3k - $225.1k
Job Responsibilities Manage the engagement and workflow of all deliverables for multiple non‑profit clients, including audited, reviewed... ...efficiencies and overall client profitability. Develop into a trusted advisor by being the primary point of contact for clients...Work at officeLocal areaWork from homeFlexible hours$166.3k - $225.1k
...you care about.**Job Responsibilities*** Manage the engagement and workflow of all deliverables... ...client profitability.* Develop into a trusted advisor by being the primary point of... ...LLC and its subsidiary entities provide tax, advisory, and business consulting services...Contract workWork at officeLocal areaWork from homeFlexible hours$102k - $190k
...effectiveness of AI governance, Responsible AI frameworks, and risk management practices. Evaluate risks such as bias, fairness,... ...Responsibilities Provides strategic input into business decisions as a trusted advisor. Meets regularly with business /group stakeholders to...Contract workWork at officeLocal areaShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Trust and Estate Tax Manager. Be the first to apply!
- tax manager San Ramon, CA
- hedge fund private equity tax manager San Ramon, CA
- tax manager public accounting San Ramon, CA
- tax director San Ramon, CA
- tax services San Ramon, CA
- senior manager m&a tax San Ramon, CA
- income tax San Ramon, CA
- tax professional San Ramon, CA
- international tax senior San Ramon, CA
- senior manager tax San Ramon, CA

